THERE IS MORE THAN ONE ANGLE TO YOUR STORY
At Perspective 6 Group, we assess an individual’s financial life from a broad point of view looking at it from all perspectives impacting wealth. Other financial professionals may look only at an individual’s investments. We take a more holistic approach, as we believe that the best solution is clear when viewing all sides of the picture.
Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation. We offer the benefit of not only our uniquely broad perspective, giving you a higher probability of sustained wealth, but our team of financial specialists allows us to serve you completely, no matter the complexity.Contact Us
THE 6 PERSPECTIVES OF WEALTH MANAGEMENT
We design solutions to increase the probability of enhancing and sustaining wealth by addressing all 6 perspectives of wealth management for each client. Cash Flow Plan, Investment Management, Tax Strategy, Liquidity & Debt Management, Risk Protection, Estate & Charitable Planning.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This checklist can give you a quick snapshot of how prepared you are.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?